See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,970 | $67,984-69.2% | $65,493-68.0% | $74,304-71.8% |
| Participation rate | 28.1% | 66.3%-38.3pp | 73.1%-45.0pp | 60.3%-32.3pp |
| Annual return | 17.07% | 19.87%-2.8pp | 982.45%-965.4pp | 29.43%-12.4pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,722 | $3,346-48.6% | $3,961-56.5% | $3,767-54.3% |
| Admin fee / account holder | $2,394 | $1,373+74.4% | $5,028-52.4% | $2,969-19.4% |